0001085146-23-001860.txt : 20230425 0001085146-23-001860.hdr.sgml : 20230425 20230424214215 ACCESSION NUMBER: 0001085146-23-001860 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230425 DATE AS OF CHANGE: 20230424 EFFECTIVENESS DATE: 20230425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Bull Oak Capital, LLC CENTRAL INDEX KEY: 0001824263 IRS NUMBER: 464403076 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22658 FILM NUMBER: 23841477 BUSINESS ADDRESS: STREET 1: 4747 EXECUTIVE DRIVE STREET 2: SUITE 1010 CITY: SAN DIEGO STATE: CA ZIP: 92121 BUSINESS PHONE: (858) 999-3550 MAIL ADDRESS: STREET 1: 4747 EXECUTIVE DRIVE STREET 2: SUITE 1010 CITY: SAN DIEGO STATE: CA ZIP: 92121 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001824263 XXXXXXXX 03-31-2023 03-31-2023 false Bull Oak Capital, LLC

4747 EXECUTIVE DRIVE SUITE 1010 SAN DIEGO CA 92121

13F HOLDINGS REPORT 028-22658 000170325 801-124736 N Ryan A Hughes 858-999-3550 /s/Ryan A Hughes San Diego CA 04-24-2023 0 16 129269737 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 420160 4040 SH Put SOLE 4040 0 0 AMERICAN CENTY ETF TR US EQT ETF 025072885 BBG00Q9MPQH1 19896796 280711 SH Put SOLE 262547 18164 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 BBG00Q9MQZW3 18313597 247281 SH Put SOLE 232611 14669 0 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 BBG011DXXNJ2 247742 5576 SH Put SOLE 5576 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 285216 8519 SH Put SOLE 8519 0 0 EA SERIES TRUST FREEDOM 100 EM 02072L607 BBG00P7KKMR2 4845362 164864 SH Put SOLE 157665 7199 0 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 20072398 300260 SH Put SOLE 286989 13271 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 17797557 43295 SH Put SOLE 40542 2753 0 ISHARES TR SHORT TREAS BD 464288679 BBG001SSD803 6374553 57688 SH Put SOLE 51919 5769 0 ISHARES TR US TREAS BD ETF 46429B267 BBG002NCKPP8 4970308 212588 SH Put SOLE 197756 14832 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 507120 1759 SH Put SOLE 1759 0 0 PIMCO ETF TR 15+ YR US TIPS 72201R304 BBG001T5HFW7 2662947 43174 SH Put SOLE 41042 2132 0 PROSHARES TR BITCOIN STRATE 74347G440 BBG0131STKH5 2691686 153635 SH Put SOLE 145431 8204 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 10985134 425945 SH Put SOLE 400678 25268 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 18901379 392552 SH Put SOLE 372130 20422 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 297782 1459 SH Put SOLE 1459 0 0